How should I manage case names in Hummingbird?

Case names are internal to you and your Hummingbird account and will never be shared outside of the platform. The filing name for a SAR is customizable in the Filing Details section (under the U.S. Filings action) and will be sent to FinCEN when the filing decision is made.

You can change the Hummingbird case name by hovering and clicking into the case name field.

You can change the filing name in the Filing Details section within a review.

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